Ⅰ) Rov kuaj xyuas tus nqi ntawm cov khoom siv txhuas hauv humanoid robots
1.1 Paradigm breakthrough nyob rau hauv ntsuas lub teeb yuag thiab kev ua tau zoo
Aluminium alloy, nrog qhov ceev ntawm 2.63-2.85g / cm ³ (tsuas yog ib feem peb ntawm cov hlau) thiab lub zog tshwj xeeb ze rau cov hlau alloy siab, tau dhau los ua cov khoom siv tseem ceeb rau cov neeg hlau sib sib zog nqus. Tej yam xwm txheej qhia:
Zhongqing SE01 yog ua los ntawm qib aviationaluminium alloythiab tuaj yeem ua tiav pem hauv ntej flip hauv qab qhov hnyav tag nrho ntawm 55kg. Qhov siab tshaj plaws torque ntawm cov tub ntxhais sib txuas mus txog 330 N·m;
Lub Yushu G1 tau txais ib qho txhuas + carbon fiber ntau cov qauv, nrog rau tag nrho qhov hnyav ntawm 47kg, load ntawm 20kg, thiab ntau yam ntawm 4 teev. Lub hip sib koom torque ncav cuag 220N · m.
Lub teeb yuag no tsis tsuas yog txo qis kev siv hluav taws xob, tab sis kuj tseem txhim kho kev txav yooj yim thiab muaj peev xwm thauj khoom.
1.2 Kev sib koom ua ke ntawm kev ua cov thev naus laus zis thiab cov txheej txheem nyuaj
Aluminium alloy txhawb ntau yam txheej txheem xws li casting, forging, thiab extrusion, thiab tuaj yeem siv los tsim cov khoom sib xws xws li cov pob qij txha thiab cov plhaub. Kev sib koom ua ke lub cev muaj zog ntawm Yushu Robot yog ua los ntawm high-precision aluminium alloy, ua tiav micrometer qib machining raug. Ua ke nrog topology optimization thev naus laus zis (xws li ko taw / kev sib koom ua ke tsim ntawm Zhongqing SE01), cov khoom siv lub neej tuaj yeem tshaj 10 xyoo, yoog raws li qhov xav tau ntawm lub zog siab ntawm kev lag luam scenarios.
1.3 Multi-dimensional Empowerment of Functional Features
Thermal conductivity: Lub thermal conductivity ntawm 200W / m · K zoo ua haujlwm ruaj khov ntawm lub ntsiab tswj nti;
Corrosion kuj: Cov txheej oxide saum npoo ua rau nws zoo heev hauv cov av noo, acidic thiab alkaline ib puag ncig;
Electromagnetic compatibility: Aluminium magnesium alloys nthuav tawm qhov tshwj xeeb zoo hauv qhov chaw electromagnetic complex.
Ⅱ) Kev soj ntsuam ntau ntawm kev lag luam loj thiab kev loj hlob sai
2.1 Kev twv ua ntej ntawm qhov tseem ceeb ntawm qhov kev thov tawg
Lub sij hawm luv luv: Raws li "thawj xyoo ntawm kev tsim khoom loj" hauv 2025, nws xav tias lub ntiaj teb cov khoom xa tuaj ntim yuav ncav cuag 30000 units (kev kwv yees kev txuag), tsav tsheb txhuas xav tau li ntawm 0.2%;
Lub sijhawm ntev: Los ntawm 2035, kev tsim txhua xyoo ntawm humanoid robots tuaj yeem ncav cuag 10 lab units, thiab qhov kev thov rau txhuas yuav tsum ncav cuag 1.13 lab tons hauv ib xyoos (CAGR 78.7%).
2.2 Sib sib zog nqus Deconstruction ntawm tus nqi sib tw zoo dua
Kev lag luam: Tus nqi ntawm aluminium alloy tsuas yog 1 /5-1/3 ntawm cov pa roj carbon fiber ntau, ua rau nws tsim nyog rau cov khoom loj;
Magnesium aluminium hloov logic: Tus nqi tam sim no ntawm magnesium aluminium yog 1.01, tab sis tus nqi ntxiv ntawm magnesium nto kho tsis muaj zog nws cov txiaj ntsig zoo. Aluminium alloys tseem muaj cov txiaj ntsig zoo hauv kev tsim khoom loj thiab cov saw hlau kom loj hlob.
Ⅲ) Cov kev nkag siab tob tob rau hauv cov teeb meem thev naus laus zis thiab cov lus qhia ua tiav
3.1 Inter generational iteration of material properties
Semi khoom aluminium alloy: kev tshawb fawb thiab kev loj hlob los txhim kho lub zog thiab toughness, yoog raws cov txheej txheem nyuaj;
Cov ntawv thov sib xyaw: txhuas + carbon fiber (Yushu H1), txhuas + PEEK (cov khoom sib koom ua ke) thiab lwm yam kev daws teeb meem sib npaug kev ua haujlwm thiab tus nqi.
3.2 Kev tshawb nrhiav ntau ntawm kev tswj tus nqi
Scale nyhuv: Kev tsim cov khoom siv aluminium ntau txo cov nqi, tab sis yuav tsum tau ua kom tiav hauv cov txheej txheem kho saum npoo rau magnesium aluminium alloys;
Lwm cov khoom sib piv: PEEK cov khoom muaj lub zog tshwj xeeb 8 npaug ntawm txhuas, tab sis nws yog kim thiab tsuas yog tsim rau cov khoom tseem ceeb xws li cov pob qij txha.
Ⅳ) Qhov tseem ceeb ntawm Daim Ntawv Thov Kev Pabcuam hauv Cov Kev Sib Tw Core
4.1 Industrial Robots thiab Collaborative Robots
•Cov khoom yuav tsum muaj: Lub teeb yuag + Lub zog siab (kev sib koom ua ke / kis tau tus mob / plhaub)
•Kev sib tw kom zoo dua: Aluminium alloy hloov cov tsoos hlau, txo qhov hnyav ntau dua 30%, thiab ua rau lub neej qaug zog los ntawm 2 zaug
•Qhov chaw lag luam: Los ntawm 2025, lub lag luam thoob ntiaj teb neeg hlau yuav tshaj $ 50 nphom, thiab tus nqi nkag ntawm cov khoom muaj zog aluminium yuav nce 8-10% txhua xyoo.
4.2 Kev lag luam qis qis (tsis muaj neeg tsav dav hlau tsheb / eVTOL)
• Kev ua tau zoo sib xws: 6N qib ultra-siab purity txhuas ua tiav ob qho kev sib tw hauv lub zog thiab purity, txo qhov hnyav ntawm brackets / keels los ntawm 40%
•Txoj cai leverage: trillion theem qis qhov siab ntawm kev lag luam, nrog rau lub hom phiaj ntawm 70% localization tus nqi ntawm cov ntaub ntawv
• Kev loj hlob ntawm qhov taw tes: Kev nthuav dav ntawm lub nroog tsav tsheb rau hauv nroog huab cua mus txog 15
4.3 Commercial Aerospace Manufacturing
• Technical card txoj hauj lwm:2-series aluminium alloytau dhau daim ntawv pov thawj aerospace, thiab lub zog ntawm lub nplhaib forging ncav cuag 700MPa
•Cov khoom siv saw hlau: Cov foob pob hluav taws ntiag tug ntau zaus nce los ntawm 45% txhua xyoo, thiab qhov chaw ntawm cov ntaub ntawv tseem ceeb nrawm hloov pauv.
•Tus nqi tsim nyog: Xaiv los ntawm cov npe khoom tsim nyog ntawm ntau lub tuam txhab aerospace
4.4 Domestic Loj Aircraft Industry Chain
• Lwm txoj kev ua tiav: 6N qib aluminium cov khoom tau dhau C919 airworthiness ntawv pov thawj, hloov 45% ntawm cov khoom xa tuaj.
• Kev kwv yees kwv yees: Ntau txhiab lub dav hlau dav hlau + dav lub cev dav hlau tshawb fawb thiab kev tsim kho, nrog rau txhua xyoo nce ntau dua 20% hauv kev thov rau high-end aluminium cov ntaub ntawv
•Lub tswv yim txoj hauj lwm: Cov khoom tseem ceeb xws li lub cev / rivets ua tiav tag nrho cov saw autonomous controllability
Ⅴ) Kev cuam tshuam kev kwv yees ntawm yav tom ntej tiam sis thiab daim ntawv thov scenarios
5.1 Kev nkag mus tob hauv daim ntawv thov teb
Kev tsim khoom lag luam: Tesla Optimus npaj tsim cov khoom me me los ntawm 2025, siv 7 series aluminium alloy rau lub Hoobkas roj teeb sorting;
Kev Pabcuam / Kev Khomob: Kev sib koom ua ke ntawm cov tawv nqaij hluav taws xob thiab hloov pauv hloov pauv hloov pauv ntawm tib neeg-lub computer kev sib cuam tshuam, thiab qhov kev thov rau txhuas raws li cov qauv kev sib txuas yog loj hlob synchronously.
5.2 Hla ciam teb innovation ntawm technology kev koom ua ke
Cov khoom sib xyaw ua ke: Ntsuas kev ua tau zoo thiab tus nqi nrog cov tswv yim xws li txhuas + carbon fiber thiab txhuas + PEEK;
Cov txheej txheem hloov tshiab: Precision tuag-casting thev naus laus zis txhim kho kev sib koom ua ke, thiab Merisin tau koom tes nrog Tesla thiab Xiaomi los tsim cov neeg hlau tuag-casting qhov chaw.
Ⅵ) Xaus: Irreplaceability thiab peev peev txheej ntawm cov khoom siv txhuas
6.1 Strategic Value Repositioning
Aluminium tau dhau los ua ib qho kev xaiv tsis raug rau cov khoom siv tseem ceeb ntawm humanoid robots vim nws lub teeb yuag, siab zog, ua haujlwm yooj yim, thiab cov txiaj ntsig zoo. Nrog kev siv thev naus laus zis thiab kev xav tau tawg, cov khoom siv txhuas (xws li Mingtai Aluminium thiab Nanshan Aluminium) thiab cov tuam txhab neeg hlau nrog cov ntaub ntawv tshawb fawb thiab kev tsim kho muaj peev xwm (xws li Yushu Technology) yuav ua rau muaj kev loj hlob tseem ceeb.
6.2 Kev Taw Qhia Kev Lag Luam thiab Kev Pom Zoo Ua Ntej
Lub sij hawm luv luv: Tsom ntsoov rau kev nqis peev uas coj los ntawm kev txhim kho cov txheej txheem aluminium (xws li kev tshawb fawb thiab kev txhim kho semi-solid aluminium alloy), kev tsim khoom loj, thiab kev sib koom ua ke ntawm cov saw hlau;
Lub sij hawm ntev: Tsim cov tuam txhab neeg hlau nrog cov ntaub ntawv tshawb fawb thiab kev tsim kho lub peev xwm, nrog rau cov peev txheej nyiaj tau los los ntawm kev ua tiav hauv magnesium aluminium alloy txheej txheej txheej txheem.
Ⅶ) Ntse Point of View: Aluminium Hegemony hauv Industrial Gaming
Nyob rau hauv nthwv dej ntawm lub teeb yuag kiv puag ncig, aluminium tsis yog ib qho kev xaiv ntawm cov khoom siv, tab sis kuj yog lub cim ntawm lub zog ntawm kev lag luam. Nrog rau kev loj hlob thiab kev lag luam nrawm nrawm ntawm humanoid robots thev naus laus zis, kev ua si ntawm cov khoom siv txhuas thiab cov neeg tsim khoom lag luam yuav txiav txim siab qhov hloov pauv ntawm kev lag luam toj roob hauv pes. Hauv qhov kev ua si no, cov tuam txhab uas muaj kev sib sib zog nqus thev naus laus zis tshwj xeeb thiab cov khoom lag luam muaj zog sib koom ua ke yuav muaj peev xwm ua tus thawj, thaum cov tuam txhab uas muaj peev xwm tswj hwm tus nqi tsis muaj zog thiab kev lag luam thev naus laus zis tuaj yeem raug cuam tshuam. Cov neeg ua lag luam yuav tsum tuav lub mem tes ntawm kev hloov pauv kev lag luam thiab teeb tsa cov lag luam ua lag luam nrog cov kev sib tw tseem ceeb txhawm rau muab cov nyiaj faib tawm ntawm kev hloov pauv hnyav.
Lub sij hawm xa tuaj: Mar-28-2025